Tata Motors CV Expects Double-Digit Growth in Q4 on Govt. Infrastructure Push

Tata Motors Commercial Vehicles, which posted impressive double-digit growth figures for December 2025, expects the same momentum to continue in the fourth quarter (Q4) of FY2026, a top company official has said. Sales last month reached 42,508 units, compared to 33,875 units in December 2024. 

India's biggest commercial vehicle manufacturer expects demand to strengthen across most commercial vehicle segments. According to Rajesh Kaul, Vice President and Business Head, Trucks, Tata Motors CV, government infrastructure initiatives and expansion in end-use sectors are set to be the key growth drivers for 2026.

"Growth is fuelled by the reforms in place, and the infrastructure-led capital expenditure and funding from the government of India. We definitely see this growth traction continuing," Kaul told ACKO Drive on the sidelines of the launch of the company's new electric and ICE truck portfolio.

Asked about specific growth projections, Kaul remained cautiously optimistic and said: "If you ask what percentage, then let's wait and watch. Let's ride the wave. It is going good. But, oh, headwinds are always there. Global uncertainty and other factors."

In a bid to resolve problems at customers' locations in order to minimise disruption to their business operations and maximising vehicle availability, Tata Motors CV is prioritising customer experience and vehicle uptime as its key market activation strategy for 2026. 

"Our commitment to our end users is to give you the best-in-class experience through more on-site containers, which ensure you have interrupted business. So if you are able to solve whatever issues are there, right there, it ensures higher uptime. I would rather say highest uptime," Kaul noted.

The company has deployed on-site service containers across the country, staffed with trained personnel and essential parts and equipment.

"We have the highest number of workshops, sales outlets, container workshops. You name it and we have it across the length and the breadth of the country, starting with the tough terrains of Leh and Kargil, going up to Arunachal Pradesh, and down south in the heavy plains. Wherever we find the gaps, you will find the interaction," the top company official added.

Notably, in December 2025, heavy lorries dominated Tata Motors' performance charts, selling 12,483 units compared to 9,520 units a year earlier — a 31 per cent rise — while intermediate, light and medium commercial vehicle lorries accounted for 7,959 units in December 2025 against 5,687 units in December 2024, marking 40 per cent growth.

Small cargo and pickup models reached 15,448 units in December, up 19 per cent from 13,018 units in the same period of 2024. Passenger carrier sales held steady at 4,167 units in December 2025 versus 4,144 units in December 2024.